State Street SPDR S&P Health Care Equipment ETF
XHE
94 hedge funds and large institutions have $384M invested in State Street SPDR S&P Health Care Equipment ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 20 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
64% more capital invested
Capital invested by funds: $234M → $384M (+$150M)
39% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 23
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
18.01% more ownership
Funds ownership: 43.61% → 61.63% (+18%)
6% more funds holding
Funds holding: 89 → 94 (+5)
76% less call options, than puts
Call options by funds: $683K | Put options by funds: $2.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFC
Northeast Financial Consultants
Westport,
Connecticut
|
+$38.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$13.4M |
| 4 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
+$11.7M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$8.09M |
| 2 |
PP
Professional Planning
Thousand Oaks,
California
|
-$3.11M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.85M |
| 4 |
VF
Virtu Financial
New York
|
-$1.36M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UCFA
101
United Capital Financial Advisors
Irving,
Texas
| – | -$234K | -3,342 | Closed |
|
|
SAM
102
Stringer Asset Management
Memphis,
Tennessee
| – | -$230K | -3,289 | Closed |
|
|
MAFM
103
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$229K | -3,265 | Closed |
|
|
SS
104
Sunbelt Securities
Houston,
Texas
| – | -$399K | -1,996 | Closed |
|
|
PCM
105
Prelude Capital Management
New York
| – | -$127K | -1,818 | Closed |
|
|
NFG
106
Next Financial Group
Houston,
Texas
| – | -$49K | -699 | Closed |
|
|
RFC
107
Regions Financial Corp
Birmingham,
Alabama
| – | -$35K | -497 | Closed |
|
|
AIC
108
Archer Investment Corporation
Carmel,
Indiana
| – | -$26K | -374 | Closed |
|
|
BOPW
109
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$16K | -240 | Closed |
|
110
UBS AM
Chicago,
Illinois
| – | -$16.7K | -239 | Closed |
|
|
CF
111
Centaurus Financial
Anaheim,
California
| – | -$3 | -233 | Closed |
|
|
IA
112
IFP Advisors
Tampa,
Florida
| – | -$7K | -100 | Closed |
|
|
W
113
WealthOne
Albany,
New York
| – | -$5K | -75 | Closed |
|
XHE Hedge Fund Activity: Q1 2019 in Review
94 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Health Care Equipment ETF (XHE) for Q1 2019, worth a combined $384M — up 64% from $234M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new XHE positions and 20 closed out — a net gain of 5 holders — while 32 added to existing stakes and 23 trimmed.
The largest buyer was Northeast Financial Consultants, opening a new position worth an estimated $38.1M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $8.09M sold.
- 94 institutional investors held State Street SPDR S&P Health Care Equipment ETF (XHE) as of Q1 2019, up from 89 in Q4 2018.
- Funds reported $384M of State Street SPDR S&P Health Care Equipment ETF stock for Q1 2019, up 64% quarter-over-quarter.
- 25 funds opened new State Street SPDR S&P Health Care Equipment ETF positions in Q1 2019 and 20 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Health Care Equipment ETF buyer in Q1 2019 was Northeast Financial Consultants, an estimated $38.1M added.
- The largest State Street SPDR S&P Health Care Equipment ETF seller in Q1 2019 was Portfolio Strategies, an estimated $8.09M sold.
Based on aggregated 13F filings for Q1 2019.